2021-11-15T16:05:21-06:00 2021-06-30 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990PF 2020-07-01 203867727 THE SIDMAN FAMILY FOUNDATION INC SIDM 6462135100 8 NEWBURY ST 5TH FLOOR BOSTON MA 02116 HOPE SIDMAN PRESIDENT 6462135100 2021-11-15 1 HOPE SIDMAN XXX-XX-XXXX ALISON ANDERSEN P00826218 6462135100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 9513339 X X 43650 43650 1344450 1344450 5107 5107 1393207 1393207 0 0 0 10089 10044 44 117021 116296 725 127110 126340 769 1471500 1471500 1598610 126340 1472269 -205403 1266867 4712162 4150810 4150810 3754590 4985057 5362529 8690 0 0 8475442 9135867 9513339 131171 1132649 131171 1132649 X 8344271 8003218 8344271 8003218 8475442 9135867 8344271 -205403 0 8138868 135650 8003218 SHORT TERM GAINS FROM PASS THRUS P 93419 93419 LONG TERM CAPITAL GAINS - AVAILABLE UPON REQUEST P 1225675 1225675 LONG TERM GAINS FROM PASS THRUS P 25356 25356 1344450 17609 0 17609 0 17609 14799 0 0 0 14799 35 2845 0 0 0 0 0 0 0 0 1 1 0 0 1 MA 1 0 0 0 0 0 N/A SIDMAN OFFICE 6175741163 121 HIGH STREET 3RD FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAULA M SIDMAN 1 SLOANS CURVE DRIVE PALM BEACH FL 33480 PRES/DIR 5.00 0 0 0 HOPE SIDMAN 6 NEWBURY ST 5TH FLOOR BOSTON MA 02116 TREAS/DIR 5.00 0 0 0 MATHEW K SIDMAN 297 COMMONWEALTH AVE UNIT 6 BOSTON MA 02115 CLERK/DIR 5.00 0 0 0 J ROBERT CASEY 400 ATLANTIC AVE BOSTON MA 02110 ASST CLERK 5.00 0 0 0 NONE 0 NONE 0 0 5682718 4019729 0 9702447 0 0 9702447 145537 9556910 477846 477846 17609 137 17746 460100 0 460100 0 460100 1472269 0 1472269 0 1472269 460100 0 0 0 1472269 0 0 0 460100 1012169 0 0 1012169 0 0 0 0 0 0 0 1012169 1012169 X BEAVER COUNTY DAY SCHOOL 791 HAMMOND ST CHESTNUT HILL MA 02467 NONE PC DONATION 25000 BELMONT HILL SCHOOL 350 PROSPECT STREET BELMONT MA 024782662 NONE PC DIVERSITY INITIATIVE FUND, PARENTS FUND 35000 BOSTON COMMUNITY PEDIATRICS 905 SOUTH MAIN ST NO 104 MANSFIELD MA 02048 NONE PC GENERAL SUPPORT 125000 BOYS AND GIRLS CLUBS OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE PC DONATION 10000 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVE THIRD FLOOR BOSTON MA 02116 NONE PC DONATION 206000 BUCKINGHAM BROWNE AND NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 NONE PC 2019-20 BB&N FUND 10000 CENTRAL PARK CONSERVATORY 14 EAST 60TH ST NEW YORK NY 10022 NONE PC IN MEMORY OF ROBERT BAKER 250 CHARLESTON LACROSSE INC PO BOX 290537 CHARLESTOWN MA 02129 NONE PC DONATION 1500 COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC 126 HIGH STREET BOSTON MA 02110 NONE PC DONATION 50000 COTUIT ATHLETIC ASSOCIATION PO BOX 411 COTUIT MA 02635 NONE PC DONATION 500 COTUIT LIBRARY PO BOX 648 COTUIT MA 02635 NONE PC DONATION 500 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 NONE PC 2019 ANNUAL GIFT 20000 DANA FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 NONE PC IN MEMORY OF RICHARD SMITH 5000 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 NONE PC IN SUPPORT OF THE TRINITY COLLEGE ANNUAL FUND 20000 HILL HOUSE 127 MOUNT VERNON STREET BOSTON MA 02108 NONE PC SUPPORT PROGRAMS 1500 ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY FLOOR 21 NEW YORK NY 10036 NONE PC SUPPORT THE ISRAEL LACROSSE ASSOCIATION 10000 JCC GREATER BOSTON 333 NAHANTON STREET NEWTON MA 024593213 NONE PC DONATION 10000 JDRF 3 IDLEWILE LANE WESTON MA 02493 NONE PC DONATION 2500 MANDEL JCC OF GREATER PALM BEACH 5221 HOOD ROAD PALM BEACH GARDENS FL 33418 NONE PC SUPPORT OF THE ANNUAL CAMPAIGN 10000 MORSELIFE HEALTH SYSTEM 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 NONE PC DONATION 50000 MSPCA ANGELL 350 SOUTH HUNTINGTON BOSTON MA 02130 NONE PC GIFT GIVEN IN SUPPORT OF THE RAISE THE WOOF GALA IN HONOR OF THE GIFFORD FAMILY 7000 NEIGHBORHOOD ASSOCIATION OF THE BACK BAY 160 COMMONWEALTH AVENUE L8 BOSTON MA 021162749 NONE PC DONATION 250 NEW HAMPSHIRE GOLF ASSOCIATION PO BOX 2348 CONCORD NH 03302 NONE PC JOSEPH KANE 500 PALM BEACH COUNTRY CLUB FOUNDATION 760 NORTH OCEAN BOULEVARD PALM BEACH FL 33480 NONE PC DONATION MADE TO FULFILL THE ANNUAL PHILANTHROPIC PLEDGE 2000 PLANNED PARENTHOOD LEAGUE OF MA 1055 COMMONWEALTH AVE BOSTON MA 022151001 NONE PC DONATION 10000 RIVERDALE COUNTRY SCHOOL 5250 FIELDSTONE RD BRONX NY 10471 NONE PC GENERAL SUPPORT 2000 ROOM TO GROW NATIONAL 7 W 30TH ST FL 3 NEW YORK NY 10001 NONE PC BOSTON VIRTUAL PICNIC SPONSOR 1000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 NONE PC IN HONOR OF CHERISE BRANSFIELD 5000 TEAM IMPACT 500 VICTORY RD 4TH FLOOR QUINCY MA 02171 NONE PC GENERAL SUPPORT 75000 THAYER ACADEMY 745 WASHINGTON STREET BRAINTREE MA 02184 NONE PC DONATION 35000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 NONE PC DONATION 20000 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET NO 503 BOSTON MA 02116 NONE PC GENERAL SUPPORT 25000 THE GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 NONE PC DONATION 50000 UNITED WAY OF MA BAY 21 PARK ST NO 200 ATTLEBORO MA 02703 NONE PC DONATION 11000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 9000 ANN ARBOR MI 481091288 NONE PC GENERAL SUPPORT 625000 VILNA SHUL 18 PHILLIPS STREET BOSTON MA 02114 NONE PC GENERAL SUPPORT 10000 1471500 0 14 43650 5107 1344450 0 43650 1349557 1393207 7 INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION 8 INCOME GENERATED FROM INVESTMENT PARTNERSHIPS HELD BY THE FOUNDATION 0 0 0 0 0 0 0 0 0 0 BERKSHIRE FUND IX-A (IND) LP AT COST 785094 721938 BERKSHIRE FUND VII LP AT COST 0 4417 BERKSHIRE FUND VII (OS) LP AT COST 7434 0 CORVEX OFFSHORE AT COST 1000000 1623534 DOCKYARD CAPITAL FUND LP AT COST 1276650 1276650 GALLATIN POINT CAPITAL PARTNERS AIV A LP AT COST 48657 48657 GALLATIN POINT CAPITAL PARTNERS LP AT COST 62833 146162 RIVA CAPITAL PARTNERS II LP AT COST 0 46958 JPM EQUITIES AT COST 1693877 1366050 MERRILL LYNCH EQUITIES AT COST 110512 128163 PRIOR PERIOD ADJUSTMENT 8690 TIMING DIFFERENCES 135650 MANAGEMENT FEES 15553 15553 0 ACCOUNTING FEES 1450 725 725 FROM K-1S - PORTFOLIO DEDUCTIONS 31599 31599 0 NONDEDUCTIBLE EXPENSES 6 6 0 BANK CHARGES 1825 1825 0 INVESTMENT INTEREST EXPENSE 66588 66588 0 ORDINARY INCOME FROM PARTNERHSIPS 5107 5107 5107 LOAN FROM MATTHEW SIDMAN 0 1000000 INVESTMENT IN BERKSHIRE FUND VII LP 22887 24747 INVESTMENT IN RIVA CAPITAL PARTNERS II LP 108284 107902 TAXES PAID 89 44 44 FOREIGN TAXES PAID 10000 10000 0